test

Kristy Haley

@Cetera Investment Advisers

Latest period2024 - Q3ReportedManaged Assets$45.714BTotal holdings3683
Assets growth rate5.28%Assets growth rate (2-Q avg)3.85%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cetera Investment Advisers's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3683 positions.

Assets under management

The assets under management (AUM) of Cetera Investment Advisers over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 45.714B in assets, with a quarterly growth rate of 5.28% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by Kristy Haley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$7.047M
46,616 shares@ $151.18 avg price
JBNDJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$4.48M
81,968 shares@ $54.65 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
New Position
0.01%
$3.8M
218,396 shares@ $17.4 avg price
DGREWisdomtree Tr
Recent Activity
New Position
0.01%
$3.118M
112,373 shares@ $27.76 avg price
IAFAbrdn Australia Equity Fd In
Recent Activity
New Position
0.01%
$2.988M
634,470 shares@ $4.72 avg price
PBUSInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$2.944M
51,281 shares@ $57.41 avg price
JULUAim Etf Products Trust
Recent Activity
New Position
0.01%
$2.676M
102,368 shares@ $26.14 avg price
UTESEtfis Ser Tr I
Recent Activity
New Position
0.01%
$2.622M
40,993 shares@ $63.96 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$2.602M
118,865 shares@ $21.9 avg price
AAXJIshares Tr
Recent Activity
New Position
0.01%
$2.491M
31,759 shares@ $78.46 avg price